Bilingual Estates Administrator

We are seeking a Bilingual Estates Administrator to join our Operations Team. The successful candidate will be responsible for processing estates settlements and tax reporting for registered and non-registered accounts within the CIRO platforms and our trustee guidelines.

Requirements

• Post-secondary education and/or equivalent experience
• Minimum of 2-3 years of experience in the financial industry, preferably in Estates, Registered Plans or Operations
• Industry knowledge of CIRO, CRA and Revenue Quebec rules and regulations (common and civil law) preferred
• Pro-active in problem solving with strong analytical skills, presenting recommendations for review and implementation
• Extremely detail oriented and accurate with a focus on quality assurance
• Ability to work independently and in a team environment
• Outstanding customer service focus
• Excellent time management and organizational skills with the ability to work well under pressure and meet time deadlines
• Strong knowledge of Microsoft Office (Outlook, Excel, Word)
• Knowledge and experience of Dataphile is an asset
• Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada

Benefits

• Competitive compensation package that rewards and recognizes individual contributions
• Excellent health, dental and insurance benefits to meet the diverse needs of our employees
• Generous vacation time, fitness benefit, parental leave top-up options
• Matching contributions to our retirement program
• Commitment to the continuous improvement of our staff through learning & development and an education assistance program
• Regular social events to foster teamwork